BlackRock Defensive Yield ESG Screened Class Z Accumulating EUR

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageHigh4 star
10-Year--Not Rated
OverallAbove AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • BlackRock Defensive Yield ESG Screened Class Z Accumulating EUR
  • Bloomberg Euro Agg Corp 1-3 Yr TR EUR
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev4.43 %
3-Yr Mean Return0.73 %
 
3-Yr Sharpe Ratio-0.39
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Bloomberg Euro Agg Corp 1-3 Yr TR EUR  Markit iBoxx EUR Corp Subordinated TR
3-Yr Beta1.440.48
3-Yr Alpha0.750.30
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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